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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
4076
One Wealth Advisors
California
$210K +$194K +340 New
JWBC
4077
John W. Brooker & Co
California
$209K -$5.37M -9,391 -97%
FFM
4078
Flagstone Financial Management
Nebraska
$208K +$193K +337 New
PWA
4079
Principia Wealth Advisory
Texas
$208K – – –
HIM
4080
Harbour Investment Management
Washington
$208K +$192K +336 New
BWM
4081
Buska Wealth Management
Wisconsin
$208K +$192K +336 New
CSA
4082
Cornerstone Select Advisors
Missouri
$207K +$191K +335 New
PWMG
4083
Private Wealth Management Group
New Jersey
$207K -$11.4K -20 -6%
FNBTCON
4084
First National Bank & Trust Co of Newtown
Pennsylvania
$207K +$191K +335 New
BFM
4085
Broadview Financial Management
Wisconsin
$207K +$191K +334 New
DHC
4086
Drum Hill Capital
Connecticut
$206K +$191K +334 New
AWAU
4087
Alliance Wealth Advisors (Utah)
Utah
$206K +$190K +333 New
SWP
4088
ShoreHaven Wealth Partners
New Jersey
$205K +$190K +332 New
LWA
4089
Lifelong Wealth Advisors
Minnesota
$205K +$190K +332 New
PP
4090
PFS Partners
New Jersey
$205K +$572 +1 +0.3%
BA
4091
Bluesphere Advisors
Pennsylvania
$203K +$188K +329 New
PIN
4092
Prudent Investors Network
California
$203K +$188K +329 New
CA
4093
Claris Advisors
Missouri
$203K +$187K +328 New
PIA
4094
Pinion Investment Advisors
Kansas
$202K +$187K +328 New
AWM
4095
Accredited Wealth Management
Kentucky
$202K – – –
OPWM
4096
Oakwell Private Wealth Management
Texas
$201K +$186K +325 New
BCM
4097
Brookmont Capital Management
Texas
$201K +$186K +325 New
FFWA
4098
FRG Family Wealth Advisors
Washington
$201K +$186K +325 New
SFA
4099
Spectrum Financial Alliance
Kentucky
$200K +$180K +315 New
DCM
4100
Discovery Capital Management
Connecticut
$197K +$182K +319 New
162 163
164
165 166